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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
-2.05%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$589M
AUM Growth
-$17.2M
Cap. Flow
+$3.77M
Cap. Flow %
0.64%
Top 10 Hldgs %
46.7%
Holding
181
New
6
Increased
57
Reduced
63
Closed
11

Top Buys

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$4.44M
2
MCK icon
McKesson
MCK
+$4.21M
3
NVDA icon
NVIDIA
NVDA
+$3.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.39M
5
IAU icon
iShares Gold Trust
IAU
+$1.98M

Top Sells

Rank Stock Value
1
ICE icon
Intercontinental Exchange
ICE
+$6.03M
2
PG icon
Procter & Gamble
PG
+$4.05M
3
STE icon
Steris
STE
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.38M
5
AMT icon
American Tower
AMT
+$689K

Sector Composition

Rank Sector Weight
1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
26
Home Depot
HD
$331B
$6.22M 1.06%
16,982
+216
+1% +$84.2K
SPGI icon
27
S&P Global
SPGI
$121B
$5.95M 1.01%
11,710
+203
+2% +$104K
FISV
28
Fiserv Inc
FISV
$28.8B
$5.93M 1.01%
26,865
+1,046
+4% +$229K
VEA icon
29
Vanguard FTSE Developed Markets ETF
VEA
$229B
$5.91M 1%
116,181
+4,713
+4% +$238K
UNP icon
30
Union Pacific
UNP
$174B
$5.86M 1%
24,825
+602
+2% +$145K
META icon
31
Meta Platforms (Facebook)
META
$1.42T
$5.74M 0.97%
9,951
+1,054
+12% +$680K
CRM icon
32
Salesforce
CRM
$151B
$5.33M 0.9%
19,849
+211
+1% +$65.6K
LLY icon
33
Eli Lilly
LLY
$1.02T
$5.29M 0.9%
6,404
-459
-7% -$382K
MRK icon
34
Merck
MRK
$322B
$4.83M 0.82%
53,810
+3,121
+6% +$291K
MCK icon
35
McKesson
MCK
$100B
$4.59M 0.78%
+6,816
New +$4.21M
O icon
36
Realty Income
O
$59.6B
$4.37M 0.74%
75,311
+28,923
+62% +$1.6M
XLK icon
37
State Street Technology Select Sector SPDR ETF
XLK
$115B
$4.13M 0.7%
39,976
+710
+2% +$80.5K
SDY icon
38
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$3.99M 0.68%
29,418
-164
-0.6% -$22.1K
NXPI icon
39
NXP Semiconductors
NXPI
$57.8B
$3.94M 0.67%
20,751
+6,667
+47% +$1.42M
APD icon
40
Air Products & Chemicals
APD
$65.7B
$3.94M 0.67%
13,361
+105
+0.8% +$32.4K
ADBE icon
41
Adobe
ADBE
$99.5B
$3.8M 0.65%
9,913
+444
+5% +$190K
AMD icon
42
Advanced Micro Devices
AMD
$776B
$3.55M 0.6%
34,517
+6,197
+22% +$689K
MPC icon
43
Marathon Petroleum
MPC
$92.4B
$3.52M 0.6%
24,170
-1,239
-5% -$183K
CMG icon
44
Chipotle Mexican Grill
CMG
$47.2B
$3.41M 0.58%
67,996
-2,720
-4% -$148K
GOOG icon
45
Alphabet (Google) Class C
GOOG
$4.36T
$3M 0.51%
19,208
-245
-1% -$44.9K
IQV icon
46
IQVIA
IQV
$38.7B
$2.91M 0.49%
16,531
+1,760
+12% +$341K
KO icon
47
Coca-Cola
KO
$377B
$2.79M 0.47%
38,895
-3,916
-9% -$262K
DIVO icon
48
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$2.71M 0.46%
66,379
+3,025
+5% +$125K
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$121B
$2.56M 0.43%
28,336
– –
AMGN icon
50
Amgen
AMGN
$208B
$2.54M 0.43%
8,165
+1
+0% +$295
1
2
3 4 5

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HCM
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Meridian Wealth Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Meridian Wealth Advisors held 181 positions worth $589M, down 2.8% from $606M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Meridian Wealth Advisors's Q1 2025 filing shows 6 new, 57 increased, 63 reduced and 11 closed positions. Its largest new stake was McKesson: 6,816 shares worth $4.59M. The largest sale was Intercontinental Exchange, an estimated $6.03M.

By sector, the portfolio is most concentrated in Energy at 16% of assets, down from 17% a quarter earlier, followed by Technology and Financials.

  • Meridian Wealth Advisors's largest Q1 2025 buy was McKesson: 6,816 shares worth $4.59M.
  • Meridian Wealth Advisors added most to Walmart Inc in Q1 2025, an estimated $4.44M increase.
  • Meridian Wealth Advisors's biggest Q1 2025 reduction was Intercontinental Exchange, cutting an estimated $6.03M.
  • Meridian Wealth Advisors fully exited Steris in Q1 2025, selling an estimated $2.8M.
  • Meridian Wealth Advisors's ten largest holdings make up 47% of its $589M portfolio in Q1 2025.
  • Meridian Wealth Advisors opened 6 new positions and closed 11 in Q1 2025.
  • Meridian Wealth Advisors's portfolio value fell 2.8% quarter-over-quarter to $589M.

Based on Meridian Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.